Representing Educating Connecting Serving
Independent Financial Advisors
for over 30 years

Voice at the table We have a voice at the table when policy decisions impacting your business are discussed.
Regulatory changes Stay on top of regulatory changes, compliance requirements, and news from the Canadian financial services sector.
Saving money Our members save money on the products and services that support financial services businesses.
Continuing education We provide financial advisors with the Continuing Education credits they need to stay knowledgeable and licensed.

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Upcoming events

IFB 2018 Winnipeg Regional Event

May 16th 2018
Winnipeg, Manitoba

IFB’s Winnipeg Regional Event offers financial brokers valuable continuing education credits, seminars on the latest

Details & register

IFB 2018 Toronto Spring Summit

May 30th to May 31st, 2018
Mississauga, Ontario

Further your understanding of the financial services landscape by hearing from speakers and organizations that know the

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IFB 2018 Ottawa Regional Event

Sep 18th 2018
Ottawa, Ontario

IFB’s Ottawa Regional Event offers financial brokers valuable continuing education credits, seminars on the latest

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IFB 2018 Saskatoon Regional Event

Sep 26th 2018
Saskatoon, Saskatchewan

Earn continuing education credits, speak with financial services experts, and meet fellow brokers in your area. IFB’s

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IFB 2018 BC Fall Summit

Oct 23rd 2018
Richmond, British Columbia

NEW LOCATION! Strengthen your knowledge of the Canadian financial services sector while meeting industry experts and other

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IFB 2018 Alberta Spring Summit

Apr 25th 2018
Calgary, Alberta

IFB brings seasoned professionals and industry expects face-to-face with independent brokers at our Alberta Summit. Brokers

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Latest industry news

16th Feb 2018

IFB Staff

Advisors protest – New disclosure rules from CLHIA draw complaints

In a move that few in the financial advisor community favour, insurance companies soon will begin disclosing the value of compensation paid to intermediaries who sell group retirement services and group benefits plans. That intent raises questions about whether advisors selling individual life insurance soon could be subject to similar compensation disclosure. The Canadian Life and Health Insurance Association Inc. (CLHIA) instituted its new disclosure regime through Guideline G19, issued last month. Instituting the disclosure rule follows consultation with CLHIA members, notification of the insurance industry’s regulators and ratification by the CLHIA’s board of directors. However, G19 was ratified without prior consultation of affected advisors and intermediaries. The disclosure is expected to commence on Jan. 1, 2019 – six months […]

Full article

2018 Member Resources Now Available

Get unlimited access to customizable documents, templates, and forms for your business. Members have 24/7 access to all IFB members resources at no extra charge. Login and download our latest resources today.

About IFB

We are a national professional association that has served independent financial advisors across Canada for over 30 years. We believe that independent financial advice is valuable for Canadians, and we communicate that value to federal and provincial regulators on behalf of the licensed advisors we represent in order to help our industry grow and succeed.

We provide our members with regulatory support, advice, education, professional liability insurance and business services to help them run compliant and efficient practices.

I personally want to invite you to become a member of our expanding organization.

Nancy Allan, Executive Director